Alexander Peterson
Financial Advisor | Thought Leader | Speaker | Building Wealth With Purpose
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Alexander Peterson
Based in the heart of Washington DC, partnering with clients across the country, I specialize in guiding advanced professionals, families, and business owners, through the complexities of financial planning, wealth management, and retirement distribution. My team and I take pride in coaching our clients to build strong foundations and turning their goals into thriving realities. We bring innovation, empathy, and experience to our clients financial futures. Proud Maryland native. Outdoor enthusiast. Formula One fan. Scuba driver. Believer in balance—both in life and in finance.Chartered Financial Consultant -(ChFC®)Retirement Income Certified Professional -(RICP®)
Experience
Financial Advisor
Jan 2017 — Present · Washington, DC, US
Crafting personalized financial roadmaps, that bridge the gap between your current lifestyle and your aspirational future. These dynamic plans encompass wealth growth strategies, investment guidance, tax-minimizing approaches, Insurance planning, estate planning, and retirement distribution planning. Tailored to our clients unique personal, professional, and financial goals.Designations- Chartered Financial Consultant® - Retirement Income Certified Professional®More Information and Client Portal: alexanderpeterson.nm.comEmail: a••••••••@nm.com
Education
The American College of Financial Services
Retirement Income Certified Professional® (RICP®), Retirement Distribution Planning
The American College of Financial Services
Chartered Financial Consultant® (ChFC®) , Financial Planning
Franklin & Marshall College
Bachelor’s Degree, Major: Economics, Minor: Environmental Studies, Concentration: Business Finance
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